Forms

Purpose: This package contains the forms needed to document and request reimbursement for overnight travel. It includes the Travel Authorization Form, Travel Reimbursement & Expense Report, Travel Reimbursement & Expense Report Checklist, and a Group Travel List. There are also form instructions, a rates reference tab, meal tier appendix tab, and a related web links […]

Purpose: Travelers who are unable to pay for certain out-of-pocket expenses before reimbursement may request a travel advance. This workbook also contains a “Meal Allowance Log.” Departments must obtain approval from Disbursements before the event takes place in order to use this log for a travel advance. Contact Email: travel@charlotte.edu Last Updated: February 26, 2024

Banner – New Banner Fund Request (NBFR) Purpose: Use this Excel form to request a new Banner fund (excludes grants and contracts administered through Research Cost Management). Last Updated: December 8, 2021

Out-of-State Work Approval Form Purpose: If a potential need arises for an employee to complete work for UNC Charlotte from a non-NC jurisdiction for more than one month, complete the Out-of-State Work Approval Form at least 60 days prior to the proposed start date of the arrangement. All approvals as indicated on the form must […]

Student Refund Replacement Request This form should be used (by students only) to provide the Student Accounts Office information needed to research a lost refund check. Please note requests for replacement refunds will not be accepted until 15 days after the date the original check was issued to allow time for delays due to mail […]

Financial Services Access Request Form (FS Employees Only) This form is for Financial Services use only to request access to: Banner, RACF, NCID and Core Banking. Other departments needing Banner Finance and/or 49er Mart access must complete the Request for Banner Finance/49er Mart Access. This access requires completion of two Canvas courses: Banner Finance Training […]

Purchasing Card Application eForm Purpose: Use this eform to request a new p-card, e.g., if you are a new employee or transfer to a different department and your new position requires the use of a p-card. Use your UNC Charlotte login credentials to access this eform. View these FAQs for more information on the p-card […]

Purchasing Card eForm – Close Purpose: Use this eform to close an existing p-card account, e.g., if an employee transfers to another department, has terminated employment, the card is no longer used, or if card use is not in compliance with policy and supporting procedures. Use your UNC Charlotte login credentials to access this eForm. […]

Purchasing Card eForm – Edit Purpose: Use this electronic form (eForm) to report purchasing card (p-card) account changes, e.g., legal name change, change organization and fund codes assigned to the card, change spend control profiles, or change the Reconciler or Approver. Use your UNC Charlotte login credentials to access this eForm. View these FAQs for […]

Purpose: Complete this form when you incur costs of a personal nature with a valid business purpose when the activity is not directly related to a university program, formal workshop, conference, seminar, training session, or retreat. This form should accompany applicable 49er Mart payments [it does not need to be included with Employee & Student […]